Jalen Galvanoni-Peatry
Jalen Galvanoni-Peatry is a registered investment advisor at Coppell Advisory Solutions LLC, based in Meridian, ID, with 2 years of industry experience. Jalen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
3715 East Overland Rd., Suite 240, Meridian, ID, 83642
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jalen is an insurance agent at Freedom Private Wealth, dedicating about half of his time to this activity. During securities trading hours, he devotes a few hours per week, also creating illustrations and taking notes during client meetings.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Previous Registrations
Key Investment Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.